SG Capital Management LLC — 13F holdings

SG Capital Management LLC reported 80 holdings worth $1.21B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. ZBRA ZEBRA TECHNOLOGIES CORPORATI — $95.6M (7.9%)
  2. ESAB ESAB CORPORATION — $79.3M (6.5%)
  3. APG API GROUP CORP — $52.7M (4.3%)
  4. SLGN SILGAN HLDGS INC — $44.2M (3.7%)
  5. GXO GXO LOGISTICS INCORPORATED — $44.1M (3.6%)
  6. VSEC VSE CORP — $41.8M (3.5%)
  7. MSM MSC INDL DIRECT INC — $40.9M (3.4%)
  8. NEOG NEOGEN CORP — $29.8M (2.5%)
  9. SMTC SEMTECH CORP — $28.5M (2.4%)
  10. EXLS EXLSERVICE HOLDINGS INC — $28.4M (2.3%)